I’ve actually tried to research how far along China is on this tech for investment opportunities … but havent had much luck getting down to the nitty gritty.
ASML is bonkers.
For the life of me I can dont understand why it’s Nvidia or any of the other players in AI mining, datacenters etc. that is running with all the glory? Why the FUCK is ASML not the most expensive stock on the planet? How the f is they not in mag7? Should be in mag1.
Looking at what they do and the monopoly they hold it leads me to believe that it’s actually driven super super poorly from a business standpoint.